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CIK 0002061818 • 8 13F filings • Apr 18, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $913K | 0.5%Prev: 0.6% | 7,557 SH | Decreased-1,477 SH |
| ALPHABET INC | CAP STK CL C | $2.5M | 1.3%Prev: 1.5% | 12,794 SH | Decreased-2,815 SH |
| AMAZON COM INC | COM | $2.6M | 1.4%Prev: 1.1% | 11,608 SH | Decreased-2,012 SH |
| APPLE INC | COM | $3.2M | 1.7%Prev: 1.4% | 12,691 SH | Decreased-1,805 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $10.1M | 5.3%Prev: 6.2% | 322,336 SH | Decreased-140,185 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $6.2M | 3.3%Prev: 4.1% | 175,739 SH | Decreased-76,457 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $17.2M | 9.1%Prev: 8.7% | 463,471 SH | Decreased-54,017 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $8.1M | 4.3%Prev: 3.9% | 313,559 SH | Decreased-71,807 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $7.0M | 3.7%Prev: 3.4% | 316,058 SH | Decreased-70,879 SH |
| GENERAC HLDGS INC | COM | $1.0M | 0.5%Prev: 0.5% | 6,577 SH | Decreased-1,093 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $6.4M | 3.3%Prev: 4.1% | 78,392 SH | Decreased-36,649 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $6.7M | 3.5%Prev: 3.3% | 144,541 SH | Decreased-37,369 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.4M | 1.8%Prev: 1.4% | 66,928 SH | Decreased-4,966 SH |
| MCDONALDS CORP | COM | $239K | 0.1%Prev: 0.1% | 825 SH | Decreased+18 SH |
| META PLATFORMS INC | CL A | $1.5M | 0.8%Prev: 0.8% | 2,490 SH | Decreased-471 SH |
| MICROSOFT CORP | COM | $2.4M | 1.3%Prev: 1.3% | 5,669 SH | Decreased-845 SH |
| MICROSTRATEGY INC | CL A NEW | $507K | 0.3% | 1,750 SH | New |
| NVIDIA CORPORATION | COM | $3.2M | 1.7%Prev: 1.8% | 23,595 SH | Decreased-1,106 SH |
| OPKO HEALTH INC | COM | $15K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $2.9M | 1.5%Prev: 1.4% | 15,558 SH | Decreased-1,795 SH |
| SPDR GOLD TR | GOLD SHS | $10.6M | 5.6%Prev: 5.6% | 43,748 SH | Decreased+2,659 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $785K | 0.4%Prev: 0.3% | 1,340 SH | Decreased-22 SH |
| TESLA INC | COM | $5.0M | 2.6%Prev: 2.3% | 12,327 SH | Decreased-1,021 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.8% | 22,758 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $764K | 0.4%Prev: 0.5% | 9,887 SH | Decreased-7,533 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.2M | 8.5%Prev: 7.3% | 224,820 SH | Decreased-29,971 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $7.7M | 4.1%Prev: 3.5% | 29,159 SH | Decreased-1,701 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $21.9M | 11.6%Prev: 15.0% | 40,721 SH | Decreased-22,948 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.3M | 3.8% | 30,363 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.7M | 4.1%Prev: 3.9% | 26,669 SH | Decreased-4,015 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.4M | 5.5%Prev: 5.5% | 61,399 SH | Decreased-15,988 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.3M | 2.2%Prev: 1.9% | 87,878 SH | Decreased-11,092 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.7M | 5.1%Prev: 5.4% | 163,993 SH | Decreased-28,526 SH |
| 13F-HR |
| 0001214659-25-006105 |
| $189.8M |
| View |
| Oct 21, 2025 | Q3 2025 | 13F-HR | 0001214659-25-015127 | $260.6M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008742 | $340.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010504 | $229.5M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004754 | $302.0M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006107 | $201.0M | View |